QFII二季度调仓动向显现 外资“增配中国”加速

经济参考报
Jul 31

随着2026年半年报进入密集披露期,首批合格境外机构投资者(QFII)的持仓情况陆续浮现。已披露的半年报显示,截至今年二季度末,QFII已进入16家A股上市公司前十大流通股东名单,持仓总市值超120亿元。从调仓轨迹来看,业绩高增长、内核聚焦产业升级的标的成为QFII机构二季度的布局核心。  近年来,QFII布局规模整体呈增长态势,QFII机构的数量也在持续提高。这一规模与数量的双升,源于制度型开放...

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